October 9, 2019
by Akane Hashimoto
by Akane Hashimoto
Category : [GOVERNANCE/STEWARDSHIP/FIDUCIARY][MARKET][POLICY (BOJ)][GPIF]
-Policies and business activities related to Japan investment opportunities-
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Governance/stewardship/fiduciary
・Why has Nissan lost two leaders in quick succession?
“Governance is corporate culture. Investors need to seriously evaluate what is good and bad.”
・There’s a New Hedge Fund for Badly Governed Companies in Japan
“Interesting time to focus on individual stocks. ETF would not provide such opportunities.”
・Corporate Japan Learns to Love Its Shareholders
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Market
・Japan Bond Sell-off Sends A Stark Warning To Wall Street
“No liquidity should exist In case dominant investor control demand/supply of certain securities.”
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Policy (BOJ)
・BOJ’s policy prod banks to charge fees, may affect negative rate debate
・Some $71 billion of Japanese coal assets at risk from cheaper renewables
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GPIF
・World’s Largest Pension Fund May Have $19 Billion a Year to Buy Foreign Bonds
・World’s Largest Pension Fund Reappoints Mizuno as CIO
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